Private Management Group Review

Trust Score 98%
Trust Score info_outline

Last updated: July 21st, 2019. Data source: SEC filings.

Private Management Group, federally registered in 1986, is a Registered Investment Advisor (RIA) in 23 state(s) with a licensed staff of 16 advisors. Private Management Group manages $2.6 billion and provides investment advisory services for 2,923 clients (1:183 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $250,000
Average Client Balance $885,020
Hybrid Advisor No
Disciplinary History No
Total AUM $2.6 billion
Advisor / Client Ratio 1:183
Headquarters Irvine, CA
SEC Filings Forms and Brochures    (CRD # 104707)
State(s) Registered AZ, CA, FL, GA, HI, ID, IL, LA, MA, MI, MN, NE, NV, NH, NJ, NM, NY, NC, OR, TX, UT, VA, WA

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